Institutional Ownership Spdr Portfolio S&P 1500 Compos (SPTM)
This table provides information about the institutional ownership of Spdr Portfolio S&P 1500 Compos (SPTM). We have compiled data on the 629 institutions that hold shares in the stock, with a total of 85 Million shares, which have been reported (via 13F filing form) to have a value of $6.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
8,719,643
shares
|
$629 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,510,802
shares
|
$253 Million
1.82% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,397,395
shares
|
$245 Million
1.02% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
2,948,173
shares
|
$213 Million
1.32% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,670,220
shares
|
$193 Million
0.06% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
2,417,183
shares
|
$174 Million
2.67% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
2,148,663
shares
|
$155 Million
4.39% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
1,906,333
shares
|
$138 Million
4.2% of portfolio
|
Q3 2024
Added 49.43%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,672,558
shares
|
$121 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
1,504,758
shares
|
$109 Million
27.96% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
1,503,621
shares
|
$109 Million
12.17% of portfolio
|
Q3 2024
Added 8.29%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
1,483,764
shares
|
$107 Million
12.59% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,428,582
shares
|
$103 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,319,845
shares
|
$95.2 Million
0.22% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,297,594
shares
|
$93.6 Million
0.01% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
1,059,380
shares
|
$76.4 Million
9.61% of portfolio
|
Q3 2024
Reduced 31.53%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 26, 2024 Q2 2024 |
1,044,192
shares
|
$75.3 Million
10.9% of portfolio
|
Q2 2024
Added 6.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,010,600
shares
|
$72.9 Million
0.02% of portfolio
|
Q3 2024
Added 40.09%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
998,052
shares
|
$72 Million
8.69% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
971,070
shares
|
$70.1 Million
0.42% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
861,163
shares
|
$62.1 Million
3.67% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
825,971
shares
|
$59.6 Million
12.91% of portfolio
|
Q2 2022
Added 0.21%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
810,946
shares
|
$58.5 Million
0.84% of portfolio
|
Q3 2024
Added 15.85%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
797,802
shares
|
$57.6 Million
36.59% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
758,234
shares
|
$54.7 Million
11.31% of portfolio
|
Q3 2024
Reduced 0.24%
|